Insights

Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.

Maybe…just maybe, you should stop treating your money like you are at a blackjack table when you are thinking of splitting jacks and ask the dealer for some guidance.

Talking about your money and what to do with it can sometimes be intimidating. BUT, it’s your money so you should know what you are doing with it and you should have a plan in place. So how do you do that?

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.